Hi, @sunflower78.
I can see how much effort it would take to pick the needed transactions and exclude the unwanted ones. I'm here to make sure you'll be able to manage your reports accordingly.
To isolate the issue, you can customize your report to display only the names needed, then filter the dates to exclude the older and past entries. I'll show you how.
- From the report's page, go to the Customize report tab.
- Tap on Display then set the dates.
- Switch to the Filters column, then search for Name.
- Click on Multiple names, then pick only the active customers and jobs.
- If necessary, make additional customization.
Moving forward, you can save the current settings of your report so you won't go through the same adjustments in the future. You can use this link as your guide: Create, access and modify memorized reports.
If you need additional assistance, you can always reach out to our Support Team. An agent can take a look into your account securely, and guide you with options on how to filter your transactions and achieve the report you need.
Moreover, here are some of our helpful articles you can read more about handling customers transactions and reports:
Please keep in touch if you need more help with your estimates and reports. I'm determined to help. Cheers for more success!
